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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,783 hedge funds and large institutions have $29.7B invested in Vanguard Dividend Appreciation ETF in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 568 increasing their positions, 733 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+12
Holders Change %
+0.68%
% of All Funds
28.12%
Holding in Top 10
243
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.67%
% of All Funds
3.83%
New
97
Increased
568
Reduced
733
Closed
65
Calls
$111M
Puts
$31.8M
Net Calls
+$79.7M
Net Calls Change
-$3.05M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.03B
2
Bank of America
Bank of America
North Carolina
$3.66B
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$85.1M
4
NHC
Nicholas Hoffman & Company
Georgia
$86.3M
5
AO
Advisor OS
Illinois
$37.9M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$363M
2
MCC
Money Concepts Capital
Florida
$9.46M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$151M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M
5
UBS Group
UBS Group
Switzerland
$1B
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$22.8M +$1.86M +11,458 +9%
MAM
152
McCarthy Asset Management
California
$22.4M -$654K -4,025 -3%
SIM
153
Studio Investment Management
Illinois
$22.2M +$509K +3,117 +2%
GWM
154
Gray Wealth Management
Maine
$22M +$574K +3,533 +3%
IAS
155
Investment Advisory Services
Texas
$22M +$1.66M +10,213 +8%
KIM
156
Karpus Investment Management
New York
$21.8M -$7.45M -45,892 -26%
CWS
157
Confluence Wealth Services
Pennsylvania
$21.6M +$894K +5,506 +4%
PA
158
PFG Advisors
Arizona
$21.6M +$406K +2,501 +2%
AAS
159
Avantax Advisory Services
Texas
$21.5M +$897K +5,522 +4%
VA
160
Valmark Advisers
Ohio
$21.4M +$586K +3,606 +3%
CCM
161
Coldstream Capital Management
Washington
$21.2M +$422K +2,597 +2%
OIA
162
OneDigital Investment Advisors
Kansas
$21.1M -$2.35M -14,445 -10%
BRWA
163
B. Riley Wealth Advisors
Florida
$20.9M -$4.01M -24,636 -16%
SC
164
Scotia Capital
Ontario, Canada
$20.7M +$64.8K +399 +0.3%
SFS
165
Searcy Financial Services
Kansas
$20.6M -$133K -817 -0.6%
RWP
166
RWA Wealth Partners
Massachusetts
$20.1M +$2.48M +15,249 +14%
RWG
167
Ratio Wealth Group
Colorado
$20.1M +$20.1M +123,468 New
EWA
168
EverSource Wealth Advisors
Alabama
$19.8M -$126K -776 -0.6%
CFA
169
Cahill Financial Advisors
Minnesota
$19.4M +$550K +3,385 +3%
SCA
170
Snowden Capital Advisors
New York
$19.4M +$174K +1,072 +0.9%
LPAM
171
Lodestar Private Asset Management
California
$19.3M -$69.5K -428 -0.4%
REMPR
172
Roof Eidam Maycock Peralta (REMP)
California
$19.3M -$32.2K -198 -0.2%
FM
173
Family Management
New York
$19.2M -$217K -1,335 -1%
CA
174
Clearstead Advisors
Ohio
$19.1M +$2.22M +13,675 +13%
CA
175
Capital Advantage
California
$19M +$22.5K +140 +0.1%
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